This universal life insurance investment account is currently linked to the performance of series A of the Canada Life Moderate Portfolio.
For more information on the underlying mutual funds that compose this account, please refer to the information on the specific underlying mutual funds .
The fund seeks income and long-term capital growth by investing primarily in other mutual funds with a mix of investment styles that invest in fixed income securities and equities, although it may also invest in securities directly. The fund generally holds 50%–60% of its assets in fixed income securities and 40%–50% in equities. This portfolio provides the fund with a broad exposure to funds that hold bonds, equities, mortgages and short-term debt securities.
Underlying funds are rebalanced as needed to adhere to the Moderate portfolio objectives.
For more information, contact your advisor.
Source: Canada Life Investment Management Ltd
Annual compound returns (%)
| 1-year | 2-year | 3-year | 4-year | 5-year | 10-year | 15-year | Inception |
|---|---|---|---|---|---|---|---|
| 10.12% | 8.99% | 1.80% | 2.42% | 3.20% | 2.99% | 3.57% | 3.13% |
Calendar year returns (% )
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|
| 10.12% | 7.88% | -11.19% | 4.30% | 6.37% | 8.57% | -2.71% | 3.43% |
After deducting any applicable MERs but prior to deducting any applicable investment account fee.
Financial information provided by Morningstar.
The indicated rates of return include reinvestment of all distributions. When you select this investment account\, you do not acquire an interest in this designated fund or purchase any units or legal interest in any security.
Investment accounts with varying returns produce interest rates that may be positive or negative. Past performance is not an indicator of future returns.
Any applicable investment account fees are subject to change at Canada Life's discretion with notification.
Canada Life will not be liable for any loss, or damages whatsoever, whether directly or indirectly incurred, arising out of the use or misuse of errors or omissions in any information contained in this commentary. The data provided in this commentary is for information purposes only and, except where otherwise indicated, is current as of Dec 31, 2024.
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